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Don't remind me again today

Remember Balaji's framework? Three distinct 8-year waves:


Bitcoin dominated 2009-2017. Smart contracts took over 2017-2025. Now what?

Privacy. That's the bet for 2025-2033.

ZEC's showing early signals. Nearly 30% of circulating supply has moved into shielded pools. Not exchange wallets. Not quick flips. Actual privacy infrastructure.

Holders aren't rotating out—they're locking in. Coins vanishing from liquid supply while this supposed new cycle barely started.

If the 8-year thesis holds, we're at month zero of a 96-month runway. Supply crunch could get wild as privacy narratives heat up and more users discover shielded transactions.

Still early. But the on-chain behavior? Already shifting.
BTC-6.67%
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FantasyGuardianvip
· 11-13 06:00
Privacy is the final battlefield of web3.
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GateUser-6bc33122vip
· 11-13 06:00
Again starting to organize these theories.
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GasFeeCriervip
· 11-13 05:59
Privacy? The more you hide, the more you die.
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MetaDreamervip
· 11-13 05:38
TRON-like market cycles, privacy is the big trend.
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LazyDevMinervip
· 11-13 05:34
Privacy is always a necessity and it's very appealing.
View OriginalReply0
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